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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (41394)	2/11/2011 12:26:32 PM
From: Jurgis Bekepuris	Respond to of 78748

Message 27160729 :)

To: Spekulatius who wrote (41394)	2/11/2011 2:28:40 PM
From: E_K_S	1 Recommendation Read Replies (2) \| Respond to of 78748

Hi Spekulatius - I still own NOK and look forward to the new management making significant changes to their current business model. The MSFT deal is not exclusive to NOK so I also see NOK providing Android based machines to expand their product offering(s). NOK is rumored to enter the tablet market which is going to be a large growth component for them in the future. They still own 30% of the smartphone market and are a low cost manufacturer. That said, NOK must build platforms that utilize the Android OS. The software is open source and free. They must capitalize on the Android Market and drive new revenues from selling company developed apps. The MSFT deal is going to have higher upfront costs to the end user as each phone will require an OS license fee which is not required w/ the Android OS. They are entering this market just to help maintain their market share and probably can port some of their apps to this platform. It's a marginal new revenue proposition at best. I recently purchased an Android Tablet-Gtab by Viewsonic (w/no contract). I have been playing around with the different ROM's based on Google's open source Android OS developed on the XDAdeveloper's site( forum.xda-developers.com ). I have come to the conclusion that most everything you can do on a PC can now be done on a smart phone and Tablet using the Android OS. In fact, I am using my Gtab to stream IPTV to my 42" LCD (via HDMA cable) and view HD movies (eg Netflix), HuLu shows and live sports (ESPN3- espn.go.com ) over my home WiFi connection. I axed my cable service about 6 months ago. This is all accomplished using Android OS and cloud services over the internet. I think the big winner in all of this will be Google. NOK should do ok if they build their devices that leverage the Android OS (maybe also MSFT to a much lesser extent) and look to derive their profit from new software apps. Cable and conventional TV broadcast models will also be loosers IMO unless they develop their own content. Nvidia is benefiting with their dual core low powered chips much more than Qualcom's snapdragon chip(s). Nvidia's next generation quad core products will surpass current desk top PC processing technology and surpass anything Intel offers in this segment. My GTab has a Nvidia Tegra II chip and w/ it's built in video encoder provides 1080P output as good or better than my desktop system that uses a separate Nvidia video card. All of this computing power in a smartphone & Tablet can be powered w/ a battery that last over 10 hours w/o a charge. My current desktop requires a 200 watt power supply just to drive the video card. It's a huge growth market but the new money will be made w/ all the new software apps and the required bandwidth to deliver all the content. EKS The Google Android thread provides some interesting posts in this area: Subject 57957